iShares Core International Aggregate Bond

IAGG • BATS

iShares Core International Aggregate Bond is an exchange-traded fund on BATS. As of Q3 2025, 559 institutional investors hold shares in this ETF, with total holdings valued at $9.5B. ENVESTNET ASSET MANAGEMENT INC is the largest holder with a position valued at $1.1B.

Overview

Overview of institutional ownership in IAGG as of Q3 2025

All Institutions

Institutions: 559
Value Held: $9.5B
Shares Held: 185.1M
Avg Position: $17.0M
Median Position: $1.2M

Hedge Funds

Hedge Funds: 4
Value Held: $7.5M
Shares Held: 145.5K
Avg Position: $1.9M
Median Position: $1.7M

Biggest Investors

Institutions with the largest positions in IAGG as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$1.1B 0.33% of portfolio	22.2M shares	Q3 2018 Held for 7y 2m	$341.99B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$995.4M 0.06% of portfolio	19.4M shares	Q4 2018 Held for 6y 11m	$1.56T
B BlackRock, Inc. Institution	-	$934.4M 0.02% of portfolio	18.2M shares	Q1 2017 Held for 8y 8m	$5.67T
F Financial Engines Advisors L.L.C. Institution	-	$787.7M 1.50% of portfolio	15.4M shares	Q4 2022 Held for 2y 11m	$52.4B
L LPL Financial LLC Institution	-	$469.6M 0.14% of portfolio	9.2M shares	Q1 2016 Held for 9y 8m	$340.07B
Matson Money. Inc. RIA/Wealth	Mark Edward Matson CEO	$450.4M 14.83% of portfolio	8.8M shares	Q4 2019 Held for 5y 11m	$3.0B
B BNP Paribas Investment Partners S.A. Institution	-	$286.0M 0.75% of portfolio	5.6M shares	Q1 2024 Held for 1y 8m	$37.9B
W WealthNavi Inc. Institution	-	$223.1M 2.23% of portfolio	4.4M shares	Q4 2023 Held for 1y 11m	$10.0B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$168.9M 0.01% of portfolio	3.3M shares	Q2 2016 Held for 9y 5m	$1.33T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$146.1M 0.01% of portfolio	2.9M shares	Q1 2017 Held for 8y 8m	$1.65T

Net Capital Flow

Institutional buying and selling activity for IAGG in Q3 2025

Traded: +$593.8M
Buyers: 408
Sellers: 143
Total Bought: +$797.1M
Total Sold: −$203.2M
Avg Position: $15.8M

Biggest Buyers

Institution	Net Bought	Current Position
JPMORGAN CHASE & CO Institution	+$89.3M +1.7M shares	$995.4M 19.4M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$59.1M +1.2M shares	$1.1B 22.2M shares
L LPL Financial LLC Institution	+$54.9M +1.1M shares	$469.6M 9.2M shares
AMERIPRISE FINANCIAL INC Institution	+$45.7M +893.3K shares	$113.1M 2.2M shares
F Financial Engines Advisors L.L.C. Institution	+$42.4M +828.2K shares	$787.7M 15.4M shares
W WealthNavi Inc. Institution	+$28.6M +558.7K shares	$223.1M 4.4M shares
J JANE STREET GROUP, LLC Institution	+$28.2M +551.4K shares	$55.3M 1.1M shares
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	+$24.6M +480.1K shares	$26.8M 522.5K shares
MORGAN STANLEY RIA/Wealth	+$22.8M +445.3K shares	$146.1M 2.9M shares
Janney Montgomery Scott LLC RIA/Wealth	+$17.3M +336.9K shares	$65.6M 1.3M shares

Biggest Sellers

Institution	Net Sold	Current Position
B BlackRock, Inc. Institution	−$103.0M −2.0M shares	$934.4M 18.2M shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$15.9M −309.7K shares	$2.9M 55.9K shares
ALLIANCEBERNSTEIN L.P. Long Only Manager	−$9.6M −187.7K shares	$81.2M 1.6M shares
H HSBC HOLDINGS PLC Institution	−$9.3M −181.6K shares	Sold Off 0 shares
Abacus Planning Group, Inc. RIA/Wealth	−$6.5M −127.7K shares	Sold Off 0 shares
Equitable Holdings, Inc. Institution	−$6.1M −119.5K shares	$13.9M 272.2K shares
C Certified Advisory Corp RIA/Wealth	−$4.6M −89.2K shares	Sold Off 0 shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$3.2M −61.9K shares	$95.7M 1.9M shares
AlphaStar Capital Management, LLC RIA/Wealth	−$2.9M −57.1K shares	$1.9M 37.8K shares
R Russell Investments Group, Ltd. RIA/Wealth	−$2.7M −52.7K shares	$3.5M 67.6K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IAGG in Q3 2025

New Positions: 45
New Value: $28.0M
Exited Positions: 42
Exited Value: $35.1M

New Positions

Institution	Position Value
Balance Wealth, LLC RIA/Wealth	$7.4M 145.0K shares
Discipline Wealth Solutions, LLC RIA/Wealth	$6.1M 119.6K shares
Compass Financial Group, Inc. RIA/Wealth	$2.4M 47.5K shares
ASHTON THOMAS SECURITIES, LLC RIA/Wealth	$2.3M 44.1K shares
Copperleaf Capital, LLC RIA/Wealth	$1.4M 26.6K shares
Brand Asset Management Group, Inc. RIA/Wealth	$778.2K 15.2K shares
Center For Asset Management LLC RIA/Wealth	$714.8K 14.0K shares
Mach-1 Financial Group, Inc. RIA/Wealth	$714.2K 13.9K shares
Integrity Advisory Solutions, LLC RIA/Wealth	$714.2K 13.9K shares
HBK Sorce Advisory LLC Hedge Fund•Multi-Strategy	$553.9K 10.8K shares

Exited Positions

Institution	Previous Position
H HSBC HOLDINGS PLC Institution	$9.3M 181.6K shares
Abacus Planning Group, Inc. RIA/Wealth	$6.5M 127.7K shares
C Certified Advisory Corp RIA/Wealth	$4.6M 89.2K shares
Efficient Advisors, LLC RIA/Wealth	$2.2M 43.5K shares
EQ LLC RIA/Wealth	$1.6M 31.5K shares
Retireful, LLC ETF Provider	$1.4M 28.0K shares
Tradewinds, LLC. RIA/Wealth	$1.3M 25.9K shares
Mount Yale Investment Advisors, LLC RIA/Wealth	$1.1M 22.4K shares
Verisail Partners, LLC RIA/Wealth	$847.1K 16.6K shares
Duncan Williams Asset Management, LLC RIA/Wealth	$705.1K 13.8K shares

Options Activity

Institutions with the largest Call and Put options positions in IAGG as of Q3 2025

Call Positions: 1
Call Value: $261.3K
Put Positions: 1
Put Value: -

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$261.3K 51.0 contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Most Committed Institutions

Institutions with IAGG as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Matson Money. Inc. RIA/Wealth	Mark Edward Matson CEO	14.83% $450.4M	8.8M shares	Q4 2019 Held for 5y 11m	$3.0B
PRUDENT INVESTORS NETWORK RIA/Wealth	Jeremy Le Van Lau CEO	8.48% $34.6M	675.9K shares	Q1 2024 Held for 1y 8m	$408.3M
Values Added Financial LLC RIA/Wealth	Zachary Teutsch Managing Partner	7.31% $16.4M	321.0K shares	Q2 2023 Held for 2y 5m	$224.9M
S Silphium Asset Management Ltd Institution	-	7.12% $24.1M	470.0K shares	Q2 2025 Held for 5 months	$338.0M
LANDMARK WEALTH MANAGEMENT, INC. RIA/Wealth	Krista Dawn Mcbeath President	7.10% $17.8M	348.2K shares	Q2 2024 Held for 1y 5m	$251.1M
Anderson Financial Strategies, LLC RIA/Wealth	Shon P Anderson Managing Partner	7.02% $11.9M	231.4K shares	Q4 2024 Held for 11 months	$168.8M
D DAI ICHI LIFE INSURANCE CO., LTD. Institution	-	6.79% $7.0M	137.3K shares	Q2 2024 Held for 1y 5m	$103.6M
Boston Standard Wealth Management, LLC RIA/Wealth	Zachary Conover Bouchard CCO	6.40% $37.8M	738.6K shares	Q3 2018 Held for 7y 2m	$590.8M
F Financial Gravity Wealth, Inc. Institution	-	6.16% $29.0M	565.6K shares	Q3 2025 Held for 2 months	$470.5M
Trinity Wealth Management, LLC RIA/Wealth	John Charles Mann President	5.95% $15.8M	309.1K shares	Q4 2020 Held for 4y 11m	$266.1M

Hedge Fund Spotlight

Discover hedge funds investing in IAGG

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Gary Kabiller

Portfolio Value: $156.17B
Positions: 3,453
Last Reported: Q3 2025

Sector Allocation

Position in iShares Core International Aggregate Bond

Market Value: $240.4K
Shares Held: 4.7K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$4.1B	2.62%
2 Microsoft MSFT	Software - Infrastructure Technology	$3.2B	2.05%
3 Apple AAPL	Consumer Electronics Technology	$2.8B	1.76%